Disclosures & Legal

General Disclaimer

WealthStrategy.ai (“WealthStrategy,” “we,” “us,” or “our”) is a technology platform that provides educational content and tools for informational purposes only. We are not a registered investment adviser, broker-dealer, CPA, tax preparer, financial planner, or attorney.

Not Financial or Tax Advice

Nothing on this platform constitutes financial, investment, tax, or legal advice. All projections, estimates, calculations, and scenarios are for educational purposes only and should not be relied upon for making financial decisions. Tax laws are complex and change frequently. Always consult with a qualified CPA, tax attorney, or financial advisor before making any financial or investment decisions.

Investment Risks

All investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Real estate investments are illiquid and subject to market conditions, regulatory changes, and other risks. Tax benefits associated with real estate investments (including depreciation, cost segregation, REPS status, and STR loophole strategies) depend on individual circumstances and may not be available to all investors.

AI-Generated Content

WealthStrategy.ai uses artificial intelligence to analyze information and generate recommendations. AI-generated content may contain errors, omissions, or inaccuracies. Users should independently verify all information and recommendations with qualified professionals.

Marketplace Disclaimer

Investment opportunities listed on our marketplace are provided by third-party sponsors and operators. WealthStrategy does not endorse, guarantee, or assume responsibility for any investment listed on the platform. Users are responsible for conducting their own due diligence before making any investment.

REPS & STR Loophole

Real Estate Professional Status (REPS) and Short-Term Rental (STR) material participation strategies are complex tax positions that require meeting specific IRS requirements. Qualification depends on individual facts and circumstances. The IRS may challenge these positions. We strongly recommend working with a qualified tax professional before pursuing these strategies.

Privacy

We take your privacy seriously. Financial information you provide is used solely for generating your tax analysis and is handled in accordance with our Privacy Policy. We do not sell your personal information to third parties.

Contact

For questions about these disclosures, please contact us at legal@wealthstrategy.ai.